Jeffrey A Positano

Clantz Liggett is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset types and lending solutions.

Zachary Smith is a CFP® with seven years of industry experience, currently serving at The Huntington Investment Company. His prior roles include positions at Ameriprise Financial Services and Huntington National Bank. Outside of advisory work, he operates the scoreboard and clock for John Marshall High School home basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers with proprietary Private Bank portfolios.

Stephen Ericksen is a financial advisor with Primerica Advisors based in Sherrodsville, Ohio. He holds a Series 63 designation and has six years of industry experience. His prior firms include Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he serves as power of attorney for a family member. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Jeffrey White is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for over two decades. Outside of advising, he co-owns a wine tasting room and a retail outfitters business with his family. Osaic Wealth, Inc. serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm utilizes a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Robert Positano is a financial advisor with Cetera who holds a Series 63 license and has 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years. In addition to his advisory role, he serves as an elected official for Archer Township and operates a coin buying and selling business as well as a tax preparation service. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to a wide range of investment strategies and third-party managers.